Microsoft reported a massive quarter with $81.3B in revenue, yet the stock dipped. The reason? Analysts are worried the company’s record-breaking spending on AI data centers is getting ahead of the profit curve, even as Copilot usage triples.
Apple’s earnings call revealed a major shift in its AI approach. The future Siri will be a hybrid system using on-device processing and Apple’s new Private Cloud Compute servers, which are already being manufactured and shipped.
Microsoft is reportedly reviewing and potentially removing some AI features from Windows 11 after widespread user complaints. The company now says it will prioritize fixing fundamental “pain points” like system performance and reliability.
Japanese GPU cloud company Ubitus is planning a new AI data center in Maizuru City. The facility will be built in two phases on a 2.3-hectare site, with a major development targeted for completion by 2027. It will run on Nvidia’s latest Blackwell architecture.
A new update to Intel’s open-source Xe graphics driver for Linux is disabling a specific power management feature called Duty Cycle Control (DCC) for the upcoming Panther Lake GPUs. The change, queued for the Linux 6.20~7.0 kernel, is being made to avoid performance regressions caused by added laten
Microsoft CEO Satya Nadella announced Windows 11 has crossed the one billion user mark. It reached this milestone in just four years and three months, which is about three months faster than Windows 10 managed.
Microsoft is scrambling to fix its problematic January 2026 Windows 11 update. After one emergency patch for shutdown bugs, a second was needed for OneDrive and Dropbox crashes. Now, boot failures are under investigation.
Intel CEO Lip-Bu Tan confirmed on the Q4 2025 earnings call that the Nova Lake desktop processors are on track for launch by the end of 2026. The rumored specs, including a potential 52-core flagship and massive cache increases, suggest a major counter-punch to AMD’s 3D V-Cache tech.
AMD’s integrated graphics strategy is taking a long-term, two-tiered approach. Mainstream APUs will stick with the older RDNA 3.5 architecture for years, while only high-end chips will get the next-gen RDNA 5 iGPUs.
The long-standing barrier between Apple’s ecosystem and NVIDIA’s CUDA is cracking. Thanks to an AI coding agent, developers are now eyeing Mac minis for AI tasks, drawn by the hardware’s unique unified memory advantage.
